-49.4%
VG vs SU
+79.5%
-128.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.1% |
| 7D | -7.7% | -10.2% | +2.5% | +5.7% |
| 30D | -8.8% | -6.2% | -2.6% | -0.7% |
| 3M | -15.6% | +8.7% | -24.3% | -24.5% |
| 6M | +5.2% | +7.2% | -2.0% | -2.9% |
| YTD | +76.9% | +55.9% | +21.0% | +9.4% |
| 1Y | +42.5% | +60.4% | -17.9% | -14.8% |
| All | -49.4% | +79.5% | -128.9% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling